Sirius Innovation Lab

SiriusAI — the AI-native platform for the full investment lifecycle

End-to-end multi-asset class investment research and portfolio management, refined over 20 years and built for tomorrow.

The SiriusAI investments view: a grid of investment positions with the SiriusAI assistant panel open alongside it.
10B+
Tokens Processed
10M+
Document Pages
$17B+
Client AUM
60+
Active Portfolios
33K+
Investment Profiles

The problem

Institutional investing runs on fragmented, manual tooling

Investors stitch together point tools and disconnected data to do work that should live in one system — slowing decisions and burying signal.

In their words

“We run due diligence in one system, monitoring in another and portfolio analytics in a third. Nothing reconciles, so my team lives in spreadsheets.”
Due Diligence
“Our private book and our public sleeve sit on completely different platforms. Getting a single view of total exposure takes too long.”
Reporting
“Every quarter we re-key the same manager data into four tools. By the time it's clean, the question we were trying to answer has already moved on.”
Portfolio Management
“I don't need another point solution. I need one place where diligence, risk and reporting actually talk to each other — across every asset class.”
CIO

The solution

Consolidate the entire investment lifecycle on one AI-native platform

To enable you to make better investment decisions, faster.

SiriusAI unifies manager due diligence, selection, monitoring and portfolio management across public and private assets on a single foundation — no fragmentation, no silos. Built on 20 years of institutional investment work.

The platform · Core modules

01

Data onboarding

Ingest and structure data from any source — Excel, PDF, legacy systems and APIs.

02

Research & diligence

Automated DDQs, manager research and document review, fully citation-backed.

03

Portfolio & risk

Construction, look-through, performance analytics and guideline monitoring.

04

Document intelligence

Every document indexed, semantically searchable and queryable by the AI agent.

05

Reporting

Generate investor-ready reporting and narratives grounded in source data.

06

Team & support

Dedicated data professionals plus training and ongoing customer support.

The platform · End to end

One platform, every asset class, end to end

Multi-asset inputs

  • Public assets
    Equities · fixed income · funds
  • Private assets
    PE · private credit · real assets
  • Alternatives
    Hedge funds · multi-strategy
  • Documents & data
    DDQs · ADV · letters · risk reports

One unified platform

End-to-end workflow

  1. 01 Data onboarding
  2. 02 Research & due diligence
  3. 03 Portfolio construction & risk
  4. 04 Monitoring & reporting

Agentic AI engine · Document intelligence · Human-in-the-loop governance

Decision-ready outputs

  • Manager selection
  • Portfolio construction
  • Risk & compliance
  • Investor reporting
  • Research answers

Why we win

The difference is where we start

Most tools bolt AI onto fragmented data sources. We built a knowledge graph — a single unified platform with no data silos.

The architecture of difference

01

Single Source of Truth

A knowledge graph connecting every public and private investment relationship — not a stack of disconnected tools.

02

Whole lifecycle, not just DD

Pipeline to investing to portfolio construction, risk and reporting — all in a single platform.

03

Proven portfolio analytics

Battle-tested models and analytics, not a thin AI wrapper over someone else's data.

04

AI-native document layer

A comprehensive, agent-aware document management system at the core, not an add-on.

Team

Built by investors, quants and AI architects

20 years of institutional investment work, combined with deep AI and platform engineering.

Portrait of Tim Duggan, Chief Technology Officer at Sirius Innovation Lab

Tim Duggan

Chief Technology Officer

Over 30 years of building high performance enterprise software solutions. Leads the development of SiriusAI.

Portrait of Pooya Azadi, Chief AI Officer at Sirius Innovation Lab

Pooya Azadi

Chief AI Officer

Stanford research background; startups from pre-seed to Series D. Designed and built the AI at the heart of SIL's products.

Portrait of Huaizhang Deng, Chief of Quantitative at Sirius Innovation Lab

Huaizhang Deng

Chief of Quantitative

Award winning Yale trained physicist with 20 years of quantitative expertise. Built SiriusAI's quantitative engine.

Team backgrounds & education include

Stanford · Yale

Technology · Road map

We adopt emerging tech early — quantum proves it.

We were early to AI — it's the foundation of this platform — and we apply the same instinct to quantum and whatever comes next. We've built quantum optimization tools, published research on quantum asset simulation, and worked hands-on with quantum algorithms. When quantum goes commercial, our clients get the most advanced tools first.

Development roadmap

Near-term development path

  • Broader market and alternative-data coverage
  • Open connectivity to external tools and apps via MCP
  • Greater agent autonomy across the end-to-end workflow
  • Secure data-room integration and instant document retrieval
  • Email and messaging integrated directly into the platform

R&D

  • Quantum optimization — algorithms built, research published
  • Quantum applied to investment problems — a first-mover edge
  • Open-weight models for in-house control, privacy and cost
  • Personal agents that work on each professional's behalf
  • Multi-agent collaboration — specialized agents in concert

Questions

Frequently asked questions

Transform data into decisions.

What asset classes does the platform support?

Sirius is a multi-asset class platform supporting equities, fixed income, private credit, private equity, real estate, hedge funds, and more. Our unified data architecture ensures you can analyze and manage diverse investment portfolios within a single platform, with proprietary market data and cross-asset analytics built in.

How does the Virtual AI Analyst feature work?

The Virtual AI Analyst is an AI-powered investment analyst that synthesizes your portfolio data, market intelligence, risk metrics, and investment mandates to provide strategic recommendations. It monitors market conditions, identifies opportunities and risks, and delivers actionable insights—functioning as an augmented intelligence layer for your investment team.

How secure is our investment data?

Security is foundational to our platform. We employ institutional-grade encryption, secure LLM access, rigorous access controls, and enterprise compliance standards. Your sensitive investment data, manager information, and proprietary documents are protected with the highest level of security designed specifically for institutional investors.

What's included in your service offering?

Beyond the platform itself, we provide comprehensive services: data onboarding and migration, custom AI feature development tailored to your needs, ongoing AI consultancy, file storage integration, and data room services. We're a product + service model—ensuring the technology adapts to your specific requirements and evolves with your investment strategies.

Can the platform integrate with our existing systems?

Yes. Sirius includes email document ingestion, file storage integration, and API connectivity to work seamlessly with your existing infrastructure. We can integrate with portfolio management systems, custodians, data providers, and other tools in your technology stack to create a unified data environment.

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